Refocus. Strengthen governance. Elevate decision-making. As plan sponsors head into the back half of the year, committees are reviewing plan performance, vendor relationships, and long-term strategies.

It’s a pivotal moment to reinforce fiduciary governance, sharpen committee effectiveness, and prepare for year-end responsibilities.

Fiduciary Excellence Comes Depends on 3 Things

Fiduciary success depends on 3 things: who, what, and how. Fiduciary success is not about being perfect; it is about having a clear process.

Read the article

5 ERISA Fiduciary Duties Made Simple

Regulatory definitions evolve, but expectations around fiduciary behavior have remained consistent over time. Let’s look at what they are and how they show up within your retirement plan.
Stay informed

3 Ways to Strengthen Your Fiduciary Process

A strong 401(k) plan is not only about investments. It is also about the process behind the decisions, and how consistently that process is followed over time.

Discover more

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Professional Benefit Services, Inc.

1193 Royvonne Ave. SE STE 22

Salem OR 97302

800-982-2012

www.profben.com

retirement@profben.com

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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